AE Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$824K Sell
8,225
-2,330
-22% -$233K 0.01% 777
2025
Q1
$1.06M Sell
10,555
-7,683
-42% -$770K 0.01% 692
2024
Q4
$1.82M Buy
18,238
+5,606
+44% +$560K 0.02% 551
2024
Q3
$1.27M Buy
+12,632
New +$1.27M 0.01% 650
2024
Q2
Sell
-2,241
Closed -$226K 1256
2024
Q1
$226K Sell
2,241
-1,487
-40% -$150K ﹤0.01% 1053
2023
Q4
$373K Sell
3,728
-69,415
-95% -$6.95M ﹤0.01% 1597
2023
Q3
$7.32M Sell
73,143
-30,285
-29% -$3.03M 0.04% 447
2023
Q2
$10.4M Buy
103,428
+7,429
+8% +$743K 0.06% 360
2023
Q1
$9.61M Buy
+95,999
New +$9.61M 0.06% 351
2021
Q1
Sell
-2,176
Closed -$218K 1495
2020
Q4
$218K Buy
2,176
+80
+4% +$8.02K ﹤0.01% 1251
2020
Q3
$211K Buy
+2,096
New +$211K ﹤0.01% 1161
2020
Q2
Sell
-24,754
Closed -$2.49M 1277
2020
Q1
$2.49M Buy
+24,754
New +$2.49M 0.06% 262